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Planned Solutions’s Broadcom AVGO Stock Holding History

Planned Solutions’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$261K Buy
+692
New +$277K 0.07% 125
2024
Q4 		– Sell
-440
Closed -$75.9K – 156
2024
Q3 		$75.9K Buy
+440
New +$70.5K 0.03% 247
2024
Q1 		– Sell
-440
Closed -$49.1K – 128
2023
Q4 		$49.1K Buy
+440
New +$41.7K 0.02% 286

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Planned Solutions's AVGO Position: Q2 2026 in Review

Planned Solutions opened a new position in Broadcom (AVGO) in Q2 2026: 692 shares worth $261K. The stake represents 0.07% of the portfolio and ranks #125 among its holdings. This is a return to the name: Planned Solutions previously reported a position in AVGO as recently as Q3 2024.

Planned Solutions first reported a position in AVGO in Q4 2023 and has held it in 3 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Planned Solutions held 692 shares of Broadcom worth $261K as of Q2 2026.
  • Broadcom was a new Planned Solutions position in Q2 2026.
  • Broadcom made up 0.07% of Planned Solutions's portfolio in Q2 2026, its #125 holding.
  • Planned Solutions first reported a position in Broadcom in Q4 2023 and has held it in 3 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.